Estate Planning

Settling Into a New Estate Tax Environment By Margaret Menicucci, Attorney & Counselor In my November 2nd blog, I reflected on the status of gift and estate taxation with the tax reform act looming in the background. The Tax Cuts … Continue reading →

‘Tis the Season to Start Talking By Margaret Menicucci, Attorney & Counselor My father passed away in 2010, after a long and meaningful life. Visits to my parents’ home were periodic because I live in a different state. In the … Continue reading →

National Estate Planning Awareness Week: October 16-22, 2017 National Estate Planning Awareness Week was adopted by Congress in 2008 to help the public understand what estate planning is, why it is such a vital component of financial wellness, and how … Continue reading →

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide: What Revocable Living Trusts … Continue reading →

While sitting at your desk, you look around the office. You enjoy the sight of what you have created. That moment when you realize you have built this business from the ground up and succeeded. Life is good. But as … Continue reading →

A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will fall far short of expectations if the trusts we’ve so carefully drafted are never properly funded. … Continue reading →

Your Will is not the only mechanism for transferring your assets to family members. Often, it makes sense to give family members financial gifts or gifts of property while you are still living. Those gifts may help an adult child … Continue reading →

Preparing your estate plan, in particular a will or revocable living trust, allows you to give what you own, to whom you want, in the way you want them to receive it. Planning for the possibility of dying when your … Continue reading →

Thomas Hall will be presenting at the Cibolo Nature Center in Boerne on September 21, 2016. His presentation titled “Estate Planning in the Hill Country: What Every Landowner Needs to Know” will cover estate planning specific to rural landowners, including … Continue reading →